Are you a small or medium-sized business looking for an efficient way to manage your projects, collaborate with your team, and track progress? Zoho Projects might just be the solution you need. I know you must be thinking, ‘Is Zoho Projects easy to learn?’ In this tutorial, we’ll guide you through the process of setting up and utilizing Zoho Projects, whether you’re just starting out or eager to unlock its potential.
Before we delve into the specifics, lets begin with an overview of what Zoho Projects is all about and the benefits it brings.
Now that you have an overview, let’s delve into the specifics of setting up and effectively utilizing Zoho Projects.
How to use Zoho Projects?
Let’s start with:
Sign Up: To begin using Zoho Projects visit their website and click on the “sign up button. You can create an account using your email address or by linking it to your Google, Microsoft, or LinkedIn account.
Exploring the Dashboard: After signing up, you will be directed to the Zoho Projects dashboard. Here’s a quick rundown of what you’ll find;
Feed: This section allows you to keep track of project updates and activities. You can also leave comments, share files and mention team members.
Discuss: Utilize this feature to facilitate communication, within your team through chat functionality. It enables starting conversations and providing assistance to team members.
Calendar View: This view displays a calendar that shows tasks, assignees, and due dates.
Projects View: In this view, you can. Create projects. You can also check the status of project completion, tasks, milestones, issues, and more.
Zoho Projects follows a structure for project management that includes milestones, task lists, tasks, and subtasks. Here’s how you can create a project;
Now you have successfully set up your project in Zoho Projects. You can manage tasks, issues, milestones, and timesheets under the “work overview” section.
If you are working with a team, it is important to include them in your Zoho Projects account. Here’s how:
Milestones play a role in project management as they represent events or goals to track progress and deviations from the original plan. To create a milestone within your project, follow these steps:
In Zoho Projects, users are allowed to set up to 10 baselines that encompass tasks, including their start and end dates.
The critical path is an aspect of project management as it represents a sequence of tasks that determine the overall completion time for a project. It is crucial for project managers to identify and effectively manage this path within Zoho Projects by following these steps;
Create tasks within your project, define their durations and establish any dependencies, between them.
To compare hours with hours spent, Zoho Projects provides a “Planned vs. Actual” feature that helps evaluate team performance. Follow these steps to access the report;
The report will show you a list of users or team members along with their actual times, allowing you to identify efficiency and areas of overachievement.
If you want to automate tasks and customize status workflows using Blueprint in Zoho Projects, follow these steps:
These instructions should help you navigate through features, in Zoho Projects smoothly and efficiently!6. Customize the Blueprint by using the drag and drop feature.
By automating tasks you can make your project management more efficient. Increase productivity.
Zoho Projects is a useful tool for managing projects and with the right setup and utilization, it can greatly enhance your project management capabilities. It doesn’t matter if you’re a beginner or an experienced user; following these steps and tips will enable you to get the most out of Zoho Projects.
Remember that Zoho Projects offers pricing plans to meet your needs allowing you to choose one that suits the size and requirements of your business. So whether you’re a startup or a growing enterprise Zoho Projects can be your companion for project management.
What are your impressions of Zoho Projects pros and cons ? Have you had any experience using it before? If so we would love to hear about the benefits and challenges you’ve encountered. Please feel free to share your thoughts and opinions in the comments section. Thank you for reading this tutorial. We hope it assists you in utilizing Zoho Projects
In summary Zoho Projects is a tool, for managing projects that aids businesses in streamlining their project management processes.
If you have any queries. Require assistance feel free to contact Customerization — we’re a Canadian consulting firm specializing in business automation services, including Zoho solutions. Our team of experts is ready to guide you through the process and help you maximize the potential of Zoho Projects, for your business.
Reach out to Customerization today. Take your project management capabilities to new heights!